Striving for a Sustainable Future

At Balance: Wealth Planning we’ve always offered ‘ethical’ or ‘green’ investment solutions. This is an area that is gathering pace and interest with more of our clients not only asking…

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Honours for Paraplanner Dani Nicholls

Our Paraplanning Manager, Dani Nicholls, has been celebrating after being recognised as one of the UK’s best paraplanners in the 2019 Money Marketing Awards. Dani was awarded Highly Commended and…

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